IWP

Icon Wealth Partners Portfolio holdings

AUM $880M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$268M
AUM Growth
+$60.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
921
New
Increased
Reduced
Closed

Top Buys

1 +$7.92M
2 +$3.82M
3 +$3.18M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$2.44M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$2.2M

Sector Composition

1 Technology 22.16%
2 Energy 15.52%
3 Financials 3.22%
4 Healthcare 3.2%
5 Consumer Staples 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$7K ﹤0.01%
+274
727
$7K ﹤0.01%
+276
728
$7K ﹤0.01%
+195
729
$7K ﹤0.01%
+138
730
$6K ﹤0.01%
+159
731
$6K ﹤0.01%
+244
732
$6K ﹤0.01%
+21
733
$6K ﹤0.01%
+39
734
$6K ﹤0.01%
+40
735
$6K ﹤0.01%
+27
736
$6K ﹤0.01%
+124
737
$6K ﹤0.01%
+23
738
$6K ﹤0.01%
+67
739
$6K ﹤0.01%
+500
740
$6K ﹤0.01%
+118
741
$6K ﹤0.01%
+185
742
$6K ﹤0.01%
+305
743
$6K ﹤0.01%
+121
744
$6K ﹤0.01%
+280
745
$6K ﹤0.01%
+110
746
$5K ﹤0.01%
+58
747
$5K ﹤0.01%
+14
748
$5K ﹤0.01%
+99
749
$5K ﹤0.01%
+99
750
$5K ﹤0.01%
+161